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Finance Insights — A build-to-order suite of 68 advanced, bilingual (Arabic/English) finance reporting and dashboard screens  — 1/1イメージプレビュー

A build-to-order suite of 68 advanced, bilingual (Arabic/English) finance reporting and dashboard screens for Odoo 19 Community and Enterprise.

ECOSIRE designs, builds, installs, and supports it after you request a quotation.

Finance Insightsとは?

A build-to-order suite of 68 advanced, bilingual (Arabic/English) finance reporting and dashboard screens for Odoo 19 Community and Enterprise. ECOSIRE designs, builds, installs, and supports it after you request a quotation. Built to order by ECOSIRE for Odoo 17, 18, 19 — indicative price from $999.00 USD; request a quote for a scoped proposal.

主な機能

68 pre-designed finance screens delivered as a single versioned Odoo addon with a clean `__manifest__.py` dependency tree on `account`
Full Arabic/English bilingualism with correct RTL rendering in views, QWeb PDF exports, and OWL dashboards
SQL-backed report models (`_auto = False` database views) for heavy aggregations so multi-year ledgers render without timeouts
Interactive OWL/JS drill-down from KPI to journal item, every figure traceable to the underlying `account.move.line`
Multi-period and multi-company comparative P&L and Balance Sheet with configurable period columns
Budget-vs-actual variance boards built on `account.analytic.line` and your budget model, with drill-down on each variance
Cash-flow, treasury, and working-capital dashboards (DSO/DPO, liquidity ratios) via `@api.depends` computed fields
Analytic/cost-center profitability screens mapped to your existing analytic plan and dimensions
Aged Receivable/Payable with client-configurable ageing buckets and multi-currency support
Row-level security via `ir.model.access.csv` and record rules so controllers see only their company or analytic scope
Scheduled `ir.cron` automated actions to refresh overnight snapshots for instant morning dashboards
QWeb-based branded PDF and native XLSX export for every report screen, board-pack ready
Community-edition delivery of analytics normally reserved for Enterprise-only report engines
Selected figures exposed over the XML-RPC/JSON-RPC API for downstream BI tools or automated board packs
Compatible builds for Odoo 17.0, 18.0, and 19.0 on both Community and Enterprise editions

受注生産、すべておまかせ

自分での設定は不要 — ECOSIRE が構築・インストール・サポートする実働アプリです。

  1. 1

    ご注文

    一回限りの構築料金から始めます。キックオフで一緒に範囲を決めます。

  2. 2

    構築とインストール

    ECOSIRE がお客様の Odoo 上で構築・設定・インストールします。

  3. 3

    本番稼働 + サポート

    約1週間(営業日ベース)で稼働し、本番稼働後2週間のサポートが付きます。納品したコードの不具合は無償で修正します。

技術仕様

Odoo互換性
Odoo 17, Odoo 18, Odoo 19
エディション
Enterprise&Community
ライセンス
ライセンスの確認が必要です
Python要件
Python 3.10+
データベース
PostgreSQL 12+

この製品について

Finance teams running Odoo hit a familiar wall: the native accounting reports (P&L, Balance Sheet, Aged Receivable/Payable, General Ledger) answer the "what," but not the "why" or the "so what." Drill-downs stop short, period-over-period comparisons need manual pivot exports, cash-flow and treasury views are thin, and Arabic-first teams are stuck reading finance data in English. On Odoo Community the gap is wider still — several of the richest analytical reports and the spreadsheet-style report engine are Enterprise-only, so Community sites are left exporting to XLSX and rebuilding the same schedules by hand every close. That manual reconstruction is where errors, delays, and audit headaches live.

Finance Insights is a build-to-order suite of 68 advanced finance screens that ECOSIRE designs, builds, and installs onto your Odoo. Every screen is fully bilingual (Arabic/English) with correct RTL layout, so the same dashboard reads natively for finance leadership in Riyadh and for a controller in London. Technically, the suite ships as a proper Odoo addon: a versioned __manifest__.py declaring dependencies on account (and Enterprise modules only where your edition has them), new models.Model classes with @api.depends computed fields for ratios and rollups, SQL-backed report models (_auto = False views) for heavy aggregations so large ledgers stay fast, OWL/JS client-side components for interactive drill-downs, and QWeb templates for pixel-clean PDF and Excel exports. Access is governed by ir.model.access.csv plus record rules so a branch controller sees only their analytic scope, and every figure traces back to the underlying account.move.line — no shadow numbers.

The 68 screens span the analysis finance actually asks for: multi-period and multi-company comparative P&L and Balance Sheet, cash-flow and treasury dashboards, DSO/DPO and working-capital trends, budget-vs-actual with variance drill-down, aged analysis with configurable buckets, cost-center and analytic-account profitability, tax and VAT summaries, and executive KPI boards. Because it is built to your chart of accounts, analytic dimensions, and fiscal calendar — not a generic template — the filters, groupings, and drill paths match how your business is actually structured. Where relevant we wire automated actions (scheduled ir.cron) to refresh materialized snapshots overnight, and expose selected figures over the XML-RPC/JSON-RPC API so your BI tool or a board pack can pull the same governed numbers.

Delivery is build-to-order and honest about it: this is not an instant download. After a short scoping call we confirm the exact screen list, your Odoo version (17.0, 18.0, or 19.0), edition (Community or Enterprise), and data model, then build and test on a staging copy of your database before anything touches production. Typical delivery is one working week from confirmed scope. Pricing starts from $999 (indicative, single-company base scope); multi-company consolidation, deeper Arabic localization, additional custom screens beyond the standard 68, and heavier historical data migration increase the quoted scope. You receive a fixed written quote after the scoping call — never a surprise on delivery.

得られるもの

  • Installable, version-pinned source code for the Finance Insights addon built for your exact Odoo version and edition
  • Installation and configuration on your staging environment, then a supervised production deployment
  • Technical documentation: model/field reference, security rules, cron jobs, and API endpoints
  • End-user guide plus a live training session for your finance team on all delivered screens
  • UAT sign-off on a staging copy of your database with a documented rollback plan before go-live
  • Post-go-live support window for defect fixes and configuration adjustments
  • Private Git repository handover with full commit history and tagged release
  • Data-mapping worksheet linking each screen to your chart of accounts, analytic dimensions, and fiscal periods

これは誰のためのものですか

Finance Director / CFO (bilingual GCC group)

Needs board-ready P&L, cash-flow, and consolidation views that read natively in Arabic and English, without waiting for the team to hand-build spreadsheets each close.

Financial Controller on Odoo Community

Wants the analytical depth of Enterprise reporting — comparative statements, variance analysis, spreadsheet-quality exports — without paying for or migrating to the Enterprise edition.

Odoo implementation partner / ERP manager

Delivering Odoo to a client and needs a proven, security-scoped finance analytics layer built to the client's chart of accounts, handed over with source, docs, and a Git repo rather than a black box.

FP&A / Business Analyst

Lives in budget-vs-actual and cost-center profitability, needs governed drill-down to journal lines and API access to feed the same numbers into an external BI tool.

Finance Insights の比較方法

基準エコシエールカスタムビルド競合他社Odoo 標準機能
Fit to your chart of accountsBuilt to your exact CoA, analytic plan, and fiscal calendarFully custom but you scope and manage itGeneric template you bend to fitStandard reports, limited configurability
Arabic/English bilingual (RTL)Full RTL screens, dashboards, and PDF exportsOnly if you build and test RTL yourselfRarely RTL-complete; often English-onlyUI translatable; finance reports not RTL-optimized
Community edition analytics depthEnterprise-grade analytics delivered on CommunityPossible but you build every reportOften assumes Enterprise report engineRichest analytics are Enterprise-only
Number of ready finance screens68 screens, tuned to your dataZero to start; built one by oneFixed set, take it or leave itCore statements plus a handful of reports
Drill-down to journal linesGoverned drill-down to `account.move.line`Depends on your build effortUsually shallow or fixed drill pathsSome drill-down, limited on custom views
Security scoping`ir.model.access.csv` plus record rules per company/scopeYou design and maintain access rulesCoarse or all-or-nothing accessStandard access groups only
Delivery and handoverStaging UAT, source code, docs, Git repo, trainingWhatever your team documentsBinary/app install, little handoverNo project; use it as shipped
Ongoing ownershipYou own the source and can extend itYou own it but carry all maintenanceVendor-locked to their release cadenceTied to Odoo core release cycle

Finance Insights に関するよくある質問

Is this an app I can download and install today?

No. Finance Insights is build-to-order. ECOSIRE builds it to your Odoo version, edition, and chart of accounts, tests it on a staging copy of your database, and installs it for you. There is no instant download — the value is that it fits your data instead of being a generic template.

How long does delivery take?

Typical delivery is one working week from confirmed scope. The clock starts after the scoping call when we agree the exact screen list, your Odoo version (17.0/18.0/19.0), edition, and data model. Multi-company consolidation or heavy data migration can extend that timeline, which we state in the written quote.

How does pricing and scoping work?

Pricing starts from $999 as an indicative single-company base-scope figure. It is not a fixed price. After a short scoping call we send a fixed written quote based on your actual requirements — multi-company, extra custom screens, deeper Arabic localization, and historical data migration all affect the number. You approve the fixed quote before any build work begins.

Does it work on Odoo Community, or only Enterprise?

Both. We build a matching version for Community or Enterprise. On Community we deliver analytics that are normally Enterprise-only (comparative statements, spreadsheet-quality exports) using SQL-backed report models and QWeb, without requiring you to upgrade editions. Where a screen genuinely depends on an Enterprise module, we flag it during scoping.

What support and updates do I get after go-live?

Every engagement includes a post-go-live support window for defect fixes and configuration adjustments. Because you receive the full source code and a Git repository, your own team or ECOSIRE can extend it later. Compatibility work for a future Odoo major-version upgrade (for example moving from 18.0 to 19.0) is quoted separately as a migration.

Will the numbers actually match my Odoo accounting?

Yes. Every figure is computed from your live `account.move.line` and analytic data — there are no shadow tables or re-keyed numbers. Drill-down takes you from any KPI down to the underlying journal items, so figures reconcile to Odoo's native reports and stay audit-defensible.

Is the Arabic support real bilingual, or just a translation file?

It is real bilingual with correct RTL layout. Screens, dashboards, and QWeb PDF exports render properly right-to-left in Arabic and left-to-right in English, so the same report is native for both audiences — not just a machine-translated label set.

見積もりを依頼

Finance Insights

A build-to-order suite of 68 advanced, bilingual (Arabic/English) finance reporting and dashboard screens for Odoo 19 Community and Enterprise. ECOSIRE designs, builds, installs, and supports it after you request a quotation.

  • 68 pre-designed finance screens delivered as a single versioned Odoo addon with a clean `__manifest__.py` dependency tree on `account`
  • Full Arabic/English bilingualism with correct RTL rendering in views, QWeb PDF exports, and OWL dashboards
  • SQL-backed report models (`_auto = False` database views) for heavy aggregations so multi-year ledgers render without timeouts
  • Interactive OWL/JS drill-down from KPI to journal item, every figure traceable to the underlying `account.move.line`

見積もりを依頼

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